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Ryan August Leopold

Lincoln Financial Distributors, Inc.

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About Ryan August Leopold

Ryan August Leopold is a financial advisor with over 17 years of experience in the industry. Ryan is registered with Lincoln Financial Distributors, Inc. and currently holds Series 6, 63 and SIE licenses. Ryan has previously worked with Ohio National Equities, Inc. and Planco Financial Services, LLC. Ryan is registered in Louisiana and has been in the industry since March 12, 2006.

Firm Information

Ryan Leopold is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ryan Leopold’s Registration & Firm History

PA

05/21/2013 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

PA

06/10/2008 - 04/17/2012

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

OH

01/14/2008 - 06/09/2008

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

CT

01/01/2005 - 12/07/2007

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 01/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ryan August Leopold. Review regulatory record here.
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